See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,643 | $116,175-82.2% | $93,606-77.9% | $152,861-86.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 43.95% | 35.96%+8.0pp | 32.76%+11.2pp | 345.32%-301.4pp |
| Employer contribution / active EE | $3,939 | $3,218+22.4% | $2,718+44.9% | $4,762-17.3% |
| Participant deferral / active EE | $10,340 | $4,603+124.6% | $4,069+154.1% | $5,850+76.7% |
| Admin fee / account holder | $998 | $10,748-90.7% | $7,888-87.3% | $11,596-91.4% |